Episodes
793
Latest episode
Aug 2026
Language
EN
Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.
In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.
Market update for August 21, 2026. Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem. China’s Unitree Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform. Anthropic’s potential mega IPO timeline Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win The Atlanta Falcons’ $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.
Market update for August 20, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why Treasury Secretary Scott Bessent is stepping in to push long-term Treasury yields lower What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying Alibaba’s 75% profit plunge as AI spending surges How billions of dollars in tariff refunds are boosting corporate earnings
Market update for August 19, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why bond yields are surging around the world, and what 5% long-term rates could mean for stocks Trump’s last-minute pause on 50% tariffs targeting Canadian goods Target’s latest earnings and whether its turnaround is actually working Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook Why some Gen Z investors are treating sports betting like part of their long-term financial strategy
Market update for Tuesday August 18, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why surging Treasury yields and higher oil prices are becoming a major risk for the stock market Home Depot’s earnings and what they reveal about the frozen housing market Tesla’s plan to launch its steering-wheel-free Cybercab in Austin as soon as August Duolingo’s rebound on upgrade and Baidu’s struggle to turn its AI investments into growth Why Google is paying $10 million to buy decades of Spirit Airlines’ internal business data for AI
Market update for Monday August 17, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the Trump administration is warning Apple not to buy memory chips from Chinese suppliers Meta’s massive legal battle over the addictive design of Instagram and Facebook Sandisk’s rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEO Ferrari’s first electric car sells for $40 million at auction
Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.
In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?
In today’s episode, Zaid covers: OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPO Nintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four months Reddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidance How the New York Knicks’ championship run generated nearly $67 million in additional playoff-related revenue
Market update for Thursday August 13, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally Cerebras earnings and why the stock fell despite strong growth and raised guidance Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s business empire
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Valerie Hail
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Russ Mathews
